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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
David Gilbert (CRD# 4432909) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 22 years of experience in the finance industry. David Gilbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jack Gill (CRD# 6735037) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 6 years of experience in the finance industry.
James Giunchi (CRD# 2680499) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reston, VA and has over 27 years of experience in the finance industry.
Yohanna Gorfu (CRD# 4148774) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 24 years of experience in the finance industry. Yohanna Gorfu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Allison Gormier (CRD# 4980185) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 18 years of experience in the finance industry. Allison Gormier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sarah Gosselin (CRD# 6323497) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 7 years of experience in the finance industry.
Eran Goudes (CRD# 5745405) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 14 years of experience in the finance industry. Eran Goudes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Greene (CRD# 2289768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 31 years of experience in the finance industry.
Hayley Gregory (CRD# 6427441) is an Investment Advisor Representative working at Commonwealth Financial Network in Reston, VA and has over 8 years of experience in the finance industry. Hayley Gregory has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.